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Category Archives: stocks
Blackstone: The First of Many Private Equity IPOs
Take $170 million from taking Blackstone public, another $200 million or so from KKR, and a few hundred million more from Apollo and TPG and Carlyle and everybody else who’s looking to IPO – and soon you’re talking real money.
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Kingdom Holdings: The New Berkshire Hathaway?
Kingdom could be the next Berkshire Hathaway (maybe it already is the
next Berkshire Hathaway), and I suspect that its shares will trade up sharply
in the secondary market.
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Stocks From A to C
Apple vs Crocs.
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Survivorship Bias Datapoint of the Day
Is there no survivorship bias in stock-market indices?
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A Bull-Market Song
China’s many stock market miracles will last forever.
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London Thrives in the Face of Insider Trading
It is incumbent on the FSA not to let insider trading get too blatant. On the other hand, it’s quite easy to overstate the negative effects that insider trading can have.
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Monetizing the Obesity Theme
Merrill Lynch has a research
report up on its website on how best to invest in "the emerging obesity
epidemic".
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Sudan Versus Coca-Cola
Sudan threatens to cut of Coke’s gum arabic supply.
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The Problems of Outsourcing
In today’s outsourced world, companies are more than ever at the mercy of their suppliers.
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On the Edge of Efficient Markets
The Epicurean Dealmaker
is on a roll.
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Equity Offerings, Private and Public
Increasingly, retail investors are being locked out of some of the most exciting investment opportunities in the world.
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How to Buy a Less Volatile Stock Market
If you want to invest in the stock market, but you are worried about the size of your potential losses, this could be a smart way to go.
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Posted in personal finance, stocks
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Competitiveness and Mortgages: The WSJ Chimes In
The Wall Street Journal’s columnists have clearly reading the same things that
I have been over the past few days. Alan
Murray today picks up on the report
showing that New York is still globally competitive, while Jonathan
Clements looks at the advisability of having mortgage debt and investments
at
the same time.
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Posted in housing, personal finance, stocks
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Why is Dow Jones Stock Down Today?
When a stock is trading on one utterly unknown variable — whether or not Rupert will manage to buy it — it will naturally exhibit quite a lot of volatility.
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Good News on New York Competitiveness
I’m indebted to Elizabeth
Olson for bringing my attention to a new study by Craig Doidge,
Andrew Karolyi, and Rene Stulz, on the subject
of the competitiveness of New York stock exchanges. (There’s a non-gated version
of the study here.)
According to the report, New York exchanges are actually just as competitive
as they always were, if not more so.
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Why do the Chinese Want a Blackstone Stake?
China is investing $3 billion in Blackstone. Why?
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Tech Bubble Redux
The one silver lining for Microsoft, when Google bought DoubleClick for $3
billion a month ago, was that Google was suffering from the winner’s
curse, and paid way too much for the internet advertising company. Naturally,
then, it took Redmond’s best and brightest only a few short weeks to manage
to spend
$6 billion on their own internet advertising company, aQuantive.
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News Doesn’t Matter, Dell Edition
Did Andrew Cuomo just increase Dell’s value by $2.8 billion?
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Lampert’s Options at Citigroup
What is Eddie Lampert intending to do with his $800 million
(or 0.3%) stake
in Citigroup?
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Stock Traders and the Attention-Driven Economy
In the era of YouTube, there’s more clamor for peoples’ attention than ever before. And in the era of the Great Moderation, stocks just aren’t as exciting as they used to be. So people move on to the next thing, especially since the big money is being made in prop trading and private equity and lots of other places which are utterly off-limits to individual investors.
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Why Do People Care So Much About All-Time Highs?
What’s with this obsession with the high-point of the Nasdaq, back in 2000? The Wall Street Journal is polling economists, asking them when they think the Nasdaq is going to hit a new high – to which the only reasonable … Continue reading
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Beware Performance Chasers
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JetBlue Ouster: Look at the Shares, Not the Storms
The main job of a CEO is to get the share price rising, and Neeleman managed
that only during 2003. Ever since then, the stock has been either falling or
moving sideways, and that’s more than sufficient reason for the board to replace
him with someone else.
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Do Stock Prices Reflect Economic Reality?
It’s always possible to find an argument why stocks should be rising, and it’s always possible to find an argument why stocks should be falling. I’ll go with whichever argument accords with what the stock market is actually doing at the time.
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Markets: Efficient, More or Less
Even if markets aren’t efficient, you’re not going to be able to profit from it.
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